Is it Possible to Never Pay Taxes Again?

June 18, 2018

There are seasons for everything in life. You can either let them pass you by or you can thrive in them. Now is the season for planning.


Attention Business Owners

June 12, 2018

3 planning strategies utilized to potentially help business owners protect assets, plan for their futures, and take care of their families.


Protecting Your Assets from Medicaid

June 5, 2018

Attorney Clinton Nix joins us this week on our show to discuss Medicaid and estate planning.


The Secret to Financial Success

May 29, 2018

Think about this—when do you go see a doctor? That’s right - when something is wrong. The same is true for when people go see their financial specialist – when the pain is bad enough. Why do we do this to ourselves?


Naming Your Beneficiaries

May 21, 2018

Jim Kennedy joins us this week on our show as our special guest to answer some important questions regarding your beneficiary designations. You don't want to miss this!


What is Your Long-Term Healthcare Plan…Beyond the Money?

May 15, 2018

Bret Robinson joins us this week on our show to discuss the importance of having a plan in place to address long-term healthcare needs. You don't want to miss this!


Behavioral Finance

May 8, 2018

Charlie Mahar with Tealwood Asset Management joins us this week for our show to discuss Behavioral Finance.


Family-Centric Estate Planning

May 2, 2018

Our Legacy Planning Process helps families create a multi-generational vision that not only focuses on your legacy, but on the family’s legacy, which is built upon the foundation you set today.


Tax Reform Memoirs

April 24, 2018

A little known fact is that most of the recent tax reform has an expiration date in the near future, and there was very little effort to fight the ability for lawmakers to create claw backs. This means the statute of limitations law is critical and the clock is ticking.


How Do You Look At Your Money?

April 16, 2018

Do you look at your money for what it is or do you look at it for what it is for? Plan for what your money is for. Know holistically what your money needs to be doing, plan for it, and stay disciplined.